The 4 Most Common 401(k) Rollover Mistakes and What to Do in 2020

Available for Interviews: Don Garman

Don Garman is the Founder and Chief Investment Officer of Mirador Capital Partners and Co-Founder of Tri-Valley Ventures. A seasoned investor in both public and private companies for over 30 years, Don leads Mirador’s Investment Committee and oversees each of the firm’s proprietary investment strategies.

 

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401(k) Rollover Mistakes and What to Do in 2020:

Rolling over a 401(k) is a task millions of American’s are faced with every year. Whether this is your first or fourth, it’s important to remember that the choices you make in this situation are irreversible so you should be confident with your plan.

These are the 4 most common mistakes investors make when rolling over their 401(k) and what you should do instead.

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Money Secret: How to Create a Vacation Fund Right From Your IRA

Available for Interviews: Harry Abrahamsen

Harry J. Abrahamsen is Founder & CEO Abrahamsen Financial Group. His company offers customized wealth management solutions—creating plans and portfolios that protect, preserve, and grow client’s wealth. He was selected as one of the ten most dependable Wealth Managers in the Mid-Atlantic as published in Forbes magazine.

 

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How to Have an Annual Vacation Using a 72 (t) Distribution:

Going on vacation is great. Vacations create lifelong memories. Going on vacation every year is a dream come true. One way to create an annual vacation budget that doesn’t come out of your pocket or annual budget is to look at your IRA. Most people will say their IRA is for retirement, so how can it be used for a vacation?

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5 Financial Things to Do at 35 That You’ll Be Glad You Did at 45

Available for Interviews: Lauren Moone

Lauren Moone is an Executive Vice President at Mirador Capital Partners and has been providing investment advice for individuals, families, and institutions for over 13 years.

 

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By the time you reach your mid-30s, you may have been in your career for a while, maybe you own a house, you may have kids or are thinking about starting a family, and you’re usually beginning to make some traction in your financial life. But how do you maximize this momentum so that you’re making the right decisions now that you’ll be thankful for in 10 years? Here are five key elements to consider.

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Americans Seize Historic Chance to Pass On Wealth Tax-Free

Available for Interviews: Harry Abrahamsen

Harry J. Abrahamsen is Founder & CEO Abrahamsen Financial Group. His company offers customized wealth management solutions—creating plans and portfolios that protect, preserve, and grow client’s wealth. He was selected as one of the ten most dependable Wealth Managers in the Mid-Atlantic as published in Forbes magazine.

 

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The Stretch IRA is no longer an option for people to pass on their wealth. Here’s a strategy which can help you transfer your IRA to your children tax free.
      • First, you want to set up and establish a Trust naming your beneficiaries. 

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Little Known Secrets About Money That Can Change Your Life

Available for Interviews: Harry Abrahamsen

Harry J. Abrahamsen is Founder & CEO Abrahamsen Financial Group. His company offers customized wealth management solutions—creating plans and portfolios that protect, preserve, and grow client’s wealth. He was selected as one of the ten most dependable Wealth Managers in the Mid-Atlantic as published in Forbes magazine.

 

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Financial missteps to avoid:

  1. Do not roll a previous employer’s 401 (k) into a new employers 401 (k) plan
  2. Consider investing your previous employers 401 (k) into a fixed indexed annuity with no fee’s, this way your money is invested with uncapped upside growth potential and zero risk for market volatility.

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Money Is Like Fruit: How to Keep Yours Ripe for the Future

Available for Interviews: Harry Abrahamsen

Harry J. Abrahamsen is Founder & CEO Abrahamsen Financial Group. His company offers customized wealth management solutions—creating plans and portfolios that protect, preserve, and grow client’s wealth. He was selected as one of the ten most dependable Wealth Managers in the Mid-Atlantic as published in Forbes magazine.

 

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Applying How to Maximize Your Money’s Potential:

Money Is not Math, and Math Is not Money

Money behaves more like a piece of fruit than mathematics.

Math is perfect. 1 + 1 will equal 2 . . . Forever.  But one dollar today plus one dollar a year from today will never equal two dollars because of taxes and inflation.  Money erodes over time. It’s just not about money eroding from today to your retirement years but for the rest of your life.  Money erodes over time in the form of:

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